+65.0%
IWM vs RKLB
+578.5%
-513.4%
-31.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RKLB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +5.5% | -4.6% | +0.1% |
| 7D | -0.3% | +26.3% | -26.6% | -3.7% |
| 30D | +1.9% | +0.7% | +1.2% | +1.2% |
| 3M | -5.7% | -17.3% | +11.6% | -4.0% |
| 6M | -0.3% | -43.6% | +43.3% | +5.2% |
| YTD | +15.8% | -5.2% | +21.0% | +10.8% |
| 1Y | +17.1% | +29.1% | -12.0% | +6.2% |
| 3Y | +73.1% | +1,413.7% | -1,340.7% | -1.5% |
| 5Y | +25.9% | +364.9% | -339.0% | -23.7% |
| All | +65.0% | +578.5% | -513.4% | -1.1% |
Cumulative growth
Daily Returns
Daily percentage return beside RKLB.
Daily Out/Under-Performance
Portfolio return minus RKLB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RKLB return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded RKLB wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling